2023-05-15T14:08:09-04:00 2022-12-31 061648707 FIONDELLA MILONE & LASARACINA LLP 300 WINDING BROOK DR STE 1 GLASTONBURY CT 06033 990 2022-01-01 066079763 CONNECTICUT BAR FOUNDATION CONN 8607222494 31 PRATT STREET SUITE 420 HARTFORD CT 06103 STEVE EPPLER-EPSTEIN ACTING EXE DIRECTOR 8607222494 2023-05-15 STEVE EPPLER-EPSTEIN false AMBER D TUCKER P01593305 8606573651 2023-05-15 2022 2023-04-26 12:10:37Z STEVE EPPLER-EPSTEIN 31 PRATT STREET SUITE 420 HARTFORD CT 06103 27756776 false X WWW.CTBARFDN.ORG X 1952 CT TO FUND LEGAL SERVICES FOR THE POOR AND DEVELOP PROGRAMS TO ENHANCE UNDERSTANDING OF THE LAW IN CONNECTICUT. 27 27 8 338 0 13724329 19775438 3078859 7109195 354497 292276 568211 17157685 27745120 14791988 21574393 0 523305 722331 0 0 216437 558156 15531730 22854880 1625955 4890240 15826247 21395002 555000 3226469 15271247 18168533 X THE MISSION OF THE CONNECTICUT BAR FOUNDATION IS TO FURTHER THE RULE OF LAW AND ASSIST IN EFFORTS TO IMPROVE THE ADMINISTRATION OF JUSTICE IN CONNECTICUT. THIS MISSION IS BASED ON THE FUNDAMENTAL PREMISE THAT THE RULE OF LAW IS ESSENTIAL TO AN ORDERLY AND JUST SOCIETY AND MUST BE AVAILABLE TO ALL, REGARDLESS OF POWER OR RESOURCES. THE FOUNDATION SERVES THIS MISSION IN PART BY WORKING TO SECURE AND ADMINISTER A RELIABLE AND SUFFICIENT FLOW OF FUNDS TO SUPPORT LEGAL SERVICES AND ACCESS TO JUSTICE FOR PERSONS OF LIMITED MEANS. THE FOUNDATION ALSO SERVES ITS MISSION BY SPONSORING PROGRAMS THAT ADDRESS MATTERS CONCERNING THE LEGAL PROFESSION, THE ADMINISTRATION OF JUSTICE AND THE ROLE OF LAW IN SOCIETY. false false 21328557 21328557 COURT FEES GRANTS-IN-AID AND JUDICIAL BRANCH GRANT FOR CIVIL LEGAL REPRESENTATION - IN EFFORT TO REPLACE DRASTICALLY REDUCED IOLTA/IOTA REVENUE, THE CONNECTICUT STATE LEGISLATURE PASSED CERTAIN COURT FEE INCREASES EFFECTIVE JULY 1, 2009, JULY 1, 2012, JULY 1, 2014, AND JULY 1, 2016. UNDER THE COURT FEES GRANTS-IN-AID PROGRAM, THE JUDICIAL BRANCH TRANSFERS THE REVENUE FROM THE FEE INCREASES TO THE CBF, WHICH DISTRIBUES THE FUNDS PURSUANT TO SECTION 51-81C OF THE CONNECTICUT GENERAL STATUTES TO CURRENT IOLTA/IOTA GRANTEES FOR THE PURPOSE OF FUNDING THE DELIVERY OF LEGAL SERVICES TO CONNECICUT'S LOW-INCOME POPULATION. LEGISLATION ENACTED IN 2016 ADDED THE CLIENT SECURITY FUND AS A POTENTIAL NEW FUNDING SOURCE, AND FUNDING WAS MADE AVAILABLE FROM THIS SOURCE FROM JULY 2021 THROUGH JUNE 2023. THE CBF BECAME THE ADMINISTRATOR FOR A STATE FUNDED RIGHT TO COUNSEL FOR RESTRAINING ORDER PROGRAM FOR INCOME ELIGIBLE INDIVIDUALS AND PROVIDED THE FIRST GRANTS TO THREE LEGAL AID ORGANIZATIONS IN 2022. THE CBF WAS NAMED AS THE ADMINISTRATOR OF A STATE-WIDE RIGHT TO COUNSEL FOR EVICTION PROGRAM AND MADE GRANTS AVAILABLE TO FIVE LEGAL AID PROVIDERS IN 2022. 317826 7047277 THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA) AND INTEREST ON TRUST ACCOUNTS (IOTA)-- THE PROGRAM FUNDS LEGAL SERVICES TO THE POOR AND LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED. THE PROGRAM FUNDED ELEVEN NONPROFIT ORGANIZATIONS PROVIDING LEGAL SERVICES TO THE POOR, AND GRANTS FOR LAW SCHOOL SCHOLARSHIPS TO THE THREE CONNECTICUT LAW SCHOOLS. THE FOUNDATION'S EFFORTS HELP THOUSANDS OF LOW-INCOME RESIDENTS OF CONNECTICUT BY ENABLING THEM TO OBTAIN CRITICAL LEGAL INFORMATION, ADVICE, AND LEGAL REPRESENTATION. ONE OF THE INNOVATIVE WAYS THE CBF ACCOMPLISHES THIS IS BY HELPING TO FUND THE CTLAWHELP.ORG WEBSITE WHERE LOW INCOME PEOPLE CAN FIND ASSISTANCE WITH THIER LEGAL NEEDS AND TOOLS FOR SELF RESPRESENTATIONS. THE FOUNDATION HELPS THE MOST VULNERABLE MEMBERS OF OUR COMMUNITY, INCLUDING CHILDREN WHO ARE ABUSED, NEGLECTED AND OTHERWISE DISADVANTAGED, DISABLED PEOPLE, ELDERLY VICTIMS OF CONSUMER FRAUD AND OTHER ABUSE, IMMIGRANTS, MANY OF THEM CHILDREN, LOW-INCOME FAMILIES TRYING TO PROTECT THEIR RIGHT TO SAFE HOUSING AND FIGHT UNLAWFUL EVICTIONS, AND THOSE VICTIMIZED BY DOMESTIC VIOLENCE. 271232 245836 85493 THE JAMES W. COOPER FELLOWS PROGRAM WAS FOUNDED TO PROMOTE A BETTER UNDERSTANDING OF THE LEGAL PROFESSION AND THE JUDICIAL SYSTEM AMONG THE CITIZENS OF CONNECTICUT. THE FOUNDATION SPONSORS PROGRAMS FOR THE LEGAL COMMUNITY AND THE PUBLIC. THESE PROGRAMS ARE MADE POSSIBLE BY THE GENEROSITY AND COMMITMENT OF HUNDREDS OF FELLOWS WHO VOLUNTEER, PLAN, AND SUPPORT THEM FINANCIALLY. SYMPOSIA AND SPEAKER SERIES THE FELLOWS PRESENTED A WIDE VARIETY OF PROGRAMMING THAT ADDRESSED TIMELY AND TOPICAL ISSUES IN 2022. WITH THE CONNECTICUT BAR ASSOCIATION, THE CONNECTICUT BAR FOUNDATION CONTINUED TO CO-SPONSOR THE CONSTANCE BAKER MOTLEY SPEAKER SERIES ON RACIAL INEQUALITY. THE SERIES PRESENTED SEVEN VIRTUAL FORUMS FOR THE LEGAL COMMUNITY IN 2022, WHICH EXPLORED ISSUES OF RACIAL INEQUALITY AND SYSTEMIC RACISM. ADDITIONAL EVENTS ARE SCHEDULED THROUGHOUT 2023. THE FELLOWS ALSO SPONSORED THREE ROUNDTABLE DISCUSSIONS IN 2022, AT WHICH SMALL GROUPS OF FELLOWS DISCUSSED THOUGHT-PROVOKING ISSUES INVOLVING THE PRACTICE OF LAW. ROUNDTABLES ARE TYPICALLY HELD IN PERSON THROUGHOUT THE STATE, BUT DUE TO THE ONGOING COVID-19 PANDEMIC, ALL OF THE 2022 ROUNDTABLE DISCUSSIONS WERE CONDUCTED VIRTUALLY. IN JUNE 2022, THE FELLOWS CELEBRATED AND HONORED PRIDE MONTH BY PRESENTING A DAY-LONG SYMPOSIUM ENTITLED "QUEER FAMILIES: PAST, PRESENT, AND PROMISE." THIS PROGRAM, CREATED IN COLLABORATION WITH QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND HELD AT THE LAW SCHOOL WITH A REMOTE OPTION, WAS DEDICATED TO THE EXPLORATION OF ISSUES AFFECTING QUEER FAMILIES. IT EXAMINED THE HISTORY AND DEVELOPMENT OF THE RIGHTS OF LGBTQ+ FAMILIES, INCLUDING PARENTS AND QUEER YOUTH, IN THE UNITED STATES AND SPECIFICALLY IN CONNECTICUT. ALSO IN JUNE 2022, THE CBF PRESENTED "THE TENTH ANNIVERSARY OF THE ATTORNEYS OF COLOR SYMPOSIUM: A CELEBRATION OF PROGRESS AND PERSEVERENCE." THIS SPECIAL EVENT, HELD AT QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND ALSO OFFERED VIA ZOOM, CONTINUED THE DISCUSSION OF THE HISTORY OF ATTORNEYS OF COLOR IN CONNECTICUT. THE PROGRAM INCLUDED A MORNING OF PANELS ON THE IMPACT OF THE PANDEMIC ON DIVERSITY, EQUITY, AND INCLUSION, AS WELL AS A KEYNOTE ADDRESS BY THE CONNECTICUT STATE COMPTROLLER. IN MAY 1997, THE CONNECTICUT BAR FOUNDATION LAUNCHED THE JOHN A. SPEZIALE ALTERNATIVE DISPUTE RESOLUTION SYMPOSIUM TO HONOR FORMER CHIEF JUSTICE JOHN A. SPEZIALE, THE FIRST CHAIR OF THE FELLOWS PROGRAM. AFTER HIS DEATH IN JANUARY 2005, A MEMORIAL FUND WAS ESTABLISHED BY THE FOUNDATION TO SUPPORT THE PROGRAM, WHICH IS CO-SPONSORED BY QUINNIPIAC UNIVERSITY SCHOOL OF LAW. SYMPOSIA IN THIS SERIES FOCUS ON ALTERNATIVE DISPUTE RESOLUTION, HONORING CHIEF JUSTICE SPEZIALE'S PIONEERING ROLE IN BRINGING ADR TO CONNECTICUT. IN NOVEMBER 2022, THE 12TH SPEZIALE SYMPOSIUM WAS HELD IN- PERSON AT QUSL. THE TOPIC WAS "IS VIRTUAL JUSTICE JUST?,- AND NATIONAL EXPERTS AND TRIAL LAWYERS JOINED US TO SHARE THEIR UNIQUE PERSPECTIVES AND EXPERTISE ON THIS TOPIC. ADDITIONALLY, THE FOUNDATION SPONSORED SEVERAL EVENTS IN THE "UNDERSTANDING HUMAN TRAFFICKING" SERIES. PRESENTED JOINTLY BY THE CBF, THE CONNECTICUT BAR ASSOCIATION'S COMMITTEE ON HUMAN TRAFFICKING, AND QUINNIPIAC'S HUMAN TRAFFICKING PREVENTION PROJECT, THIS ONGOING SERIES EXPLORES THE INTERACTIONS BETWEEN TRAFFICKING VICTIMS AND THE LEGAL SYSTEM. STUDENT PROGRAMS THE FELLOWS ALSO RUN SEVERAL PROGRAMS FOR STUDENTS. THE FOUNDATION CONTINUED ITS PARTNERSHIP WITH THE HERBERT & NELL SINGER FOUNDATION TO ADMINISTER THE HERBERT & NELL SINGER CONNECTICUT PUBLIC SERVICE FELLOWSHIP PROGRAM. THE SINGER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 2017 TO OFFER RECENT LAW SCHOOL GRADUATES AN OPPORTUNITY TO GAIN PRACTICAL EXPERIENCE WORKING FOR CONNECTICUT CIVIL LEGAL AID ORGANIZATIONS, PROVIDING LEGAL SERVICES TO UNDERSERVED POPULATIONS OF CONNECTICUT. TWO NEW FELLOWS BEGAN FELLOWSHIPS IN 2022, AND ONE FELLOW FROM 2021 CONTINUED HIS FELLOWSHIP FOR A SECOND YEAR. IN THE FALL OF 2022, THE SINGER SELECTION COMMITTEE REVIEWED SIX NEW APPLICATIONS FOR THE 2022-2023 FELLOWSHIP YEAR. TWO APPLICANTS WERE OFFERED FELLOWSHIPS AND BOTH ACCEPTED; THEY ARE SCHEDULED TO BEGIN IN THE FALL OF 2023. THE FELLOWS HELD THE TWENTY-SECOND ANNUAL QUINTIN JOHNSTONE STATEWIDE HIGH SCHOOL ESSAY CONTEST IN 2022. THIS YEAR THE CONTEST RECEIVED 145 ESSAYS, SETTING A NEW RECORD FOR THE NUMBER OF SUBMISSIONS. THE ESSAYS WERE SCORED BY OVER 140 VOLUNTEER JUDGES, ATTORNEYS, AND LAW SCHOOL PROFESSORS, AND THE WINNERS WERE HONORED AT A CEREMONY AT THE CONNECTICUT SUPREME COURT IN JUNE. FUNDS AND AWARDS FINALLY, THE FOUNDATION ADMINSTERS SEVERAL FUNDS AND AWARDS THAT FURTHER ITS MISSION OF PROMOTING EQUAL ACCESS TO JUSTICE. THE FOUNDATION CONTINUED THE CONNECTICUT INNOCENCE FUND PROJECT TO ASSIST EXONEREES WHO HAVE BEEN RECENTLY FREED FROM PRISON BASED ON PROOF OF ACTUAL INNOCENCE BY PROVIDING BRIDGE LOANS. THE DAVID PELS HOMELESSNESS PREVENTION FUND WAS ESTABLISHED IN 2019 THROUGH GENEROUS DONATIONS FROM FRIENDS AND FAMILY OF ATTORNEY DAVID PELS. SINCE ITS FORMATION, THE FUND HAS PROVIDED TWENTY-SEVEN GRANTS TO PREVENT EVICTIONS THAT WOULD HAVE RESULTED IN HOMELESSNESS FOR THE TENANTS. THE FOUNDATION CONTINUED TO ADMINISTER THE HONORABLE WARREN EGINTON MEMORIAL FUND. THIS LAW SCHOOL SCHOLARSHIP PROGRAM WAS ESTABLISHED POSTHUMOUSLY BY FRIENDS AND FAMILY TO HONOR JUDGE EGINTON'S LEGACY OF MENTORING OTHERS IN THE LEGAL PROFESSION, WITH SCHOLARSHIPS AWARDED IN 2020 AND 2021. IN 2021, THE FOUNDATION AWARDED ITS THIRD ANTHONY M. FITZGERALD AWARD FOR EXCELLENCE TO THE NEW HAVEN LEGAL ASSISTANCE ASSOCIATION. THE AWARD RECOGNIZES THE DEDICATED SERVICE AND OUTSTANDING ACHIEVEMENTS OF A CONNECTICUT NONPROFIT LEGAL SERVICES PROVIDER OR LEGAL AID ATTORNEY(S). THE AWARD PROGRAM WAS STARTED WITH CONTRIBUTIONS FROM THE PARTNERS OF CARMODY TORRANCE SANDAK & HENNESSEY LLP UPON THE RETIREMENT OF ANTHONY FITZGERALD. 21917615 true true false false false false false false false false true false false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 11 0 true 8 true false false false false false false false false false false false false X 27 27 false false false false false false true true true false false true true true true true true false true false CT X X ANNE GOICO 8607222494 31 PRATT STREET SUITE 420 HARTFORD CT 06103 HON BARRY F ARMATA DIRECTOR 1.00 X 0 0 0 JENNIFER G BROWN DIRECTOR 1.00 X 0 0 0 MARGARET CASTINADO DIRECTOR 1.00 X 0 0 0 VICTORIA WOODIN CHAVEY VICE PRESIDE 1.00 X X 0 0 0 ART T COREY DIRECTOR 1.00 X 0 0 0 JULIETT L CRAWFORD DIRECTOR 1.00 X 0 0 0 KAREN DEMEOLA DIRECTOR 1.00 X 0 0 0 TIMOTHY A DIEMAND PRESIDENT 1.00 X X 0 0 0 HEATHER GERKEN DIRECTOR 1.00 X 0 0 0 EDWARD J HEATH DIRECTOR 1.00 X 0 0 0 JOETTE KATZ DIRECTOR 1.00 X 0 0 0 ANIKA SINGH LEMAR DIRECTOR 1.00 X 0 0 0 STEPHEN L LEWIS TREASURER 1.00 X X 0 0 0 ISABELLA M SQUICCIARINI DIRECTOR 1.00 X 0 0 0 YAMUNA MENON DIRECTOR 1.00 X 0 0 0 MARGARET MIDDLETON DIRECTOR 1.00 X 0 0 0 EBONI S NELSON DIRECTOR 1.00 X 0 0 0 HON CESAR A NOBLE DIRECTOR 1.00 X 0 0 0 MOY N OGILVIE DIRECTOR 1.00 X 0 0 0 VINCENT P PACE DIRECTOR 1.00 X 0 0 0 SONIA PEDRAZA DIRECTOR 1.00 X 0 0 0 FRANKLIN E PERRY DIRECTOR 1.00 X 0 0 0 HON ROBERT A RICHARDSON DIRECTOR 1.00 X 0 0 0 HON RICHARD A ROBINSON DIRECTOR 1.00 X 0 0 0 NAMITA SHAH DIRECTOR 1.00 X 0 0 0 KEITH J SORESSI SECRETARY 1.00 X X 0 0 0 CALVIN K WOO DIRECTOR 1.00 X 0 0 0 CHARLES L HOWARD - RESIGNED 1130 DIRECTOR 1.00 X 0 0 0 ANDREA BARTON REEVES - RESIGNED 517 DIRECTOR 1.00 X 0 0 0 VANESSA ROBERTS AVERY - RESIGNED 37 DIRECTOR 1.00 X 0 0 0 NATALIE WAGNER EXECUTIVE DI 40.00 X 164941 0 19183 ANNE GOICO FINANCE DIRE 40.00 X 119385 0 17209 STEVE EPPLER-EPSTEIN ACTING EXE D 25.00 X 0 0 0 284326 36392 2 false true false 19439014 336424 19775438 INTEREST ON LAWYERS 7047277 7047277 FELLOWS PROGRAM 61918 61918 7109195 259942 259942 43990 11656 32334 32334 32334 RETURN OF GRANT FUNDS 568211 568211 568211 27745120 7677406 292276 21574393 21574393 284326 284326 322524 1332 321192 22327 22327 44881 30 44851 48273 102 48171 18428 18428 319052 306621 12431 19346 3439 15907 108029 11205 96824 36876 36876 9578 962 8616 1645 1645 9854 9854 PROGRAMS 19531 19531 BAD DEBT 15817 15817 22854880 21917615 937265 0 2482893 8445773 369143 333044 582930 1498852 100 8229 8229 1645 12389636 11117233 15826247 21395002 249332 193608 305668 3032861 555000 3226469 X 2736065 2156175 12535182 16012358 15271247 18168533 15826247 21395002 4890240 -1992955 X false true X true true true X 14667325 14866558 11836347 13724329 19775438 74869997 14667325 14866558 11836347 13724329 19775438 74869997 74869997 220688 271611 238271 224724 259942 1215236 76085233 10756265 0.98400 0.98420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6172 6172 2057 2057 X 25752165 -1992955 -1992955 27745120 27745120 22854880 22854880 22854880 SCHEDULE D, PAGE 3, PART X THE FOUNDATION HAS RECEIVED AN EXEMPTION FROM THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS REQUIRED TO MAKE THE APPROPRIATE TAX PAYMENTS ON ANY INCOME CONSIDERED UNRELATED TO ITS EXEMPT PURPOSE. MANAGEMENT OF THE FOUNDATION EVALUATES ALL SIGNIFICANT TAX POSITIONS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2022 AND 2021, MANAGEMENT STATED IT DOES NOT HAVE ANY TAX POSITION THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT HAVE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE FOUNDATIONS INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. AS OF DECEMBER 31, 2022 AND 2021, THE FOUNDATIONS FEDERAL AND STATE TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION FOR THREE YEARS AFTER DECEMBER 31, 2019. true CENTER FOR CHILDREN'S ADVOCACY 65 ELIZABETH ST HARTFORD CT 06105 061489575 501C3 580544 TO PROVIDE LEGAL SER THE CHILDREN'S LAW CENTER OF CONNECTICUT 30 ARBOR ST HARTFORD CT 06106 061381700 501C3 202064 TO PROVIDE LEGAL SER CONNECTICUT FAIR HOUSING CENTER 60 POPIELUSKO COURT HARTFORD CT 06106 061453727 501C3 151387 TO PROVIDE LEGAL SER CONNECTICUT LEGAL RIGHTS PROJECT PO BOX 351 SILVER STREET MIDDLETOWN CT 06457 223069277 501C3 550675 TO PROVIDE LEGAL SER CONNECTICUT LEGAL SERVICES 62 WASHINGTON ST MIDDLETOWN CT 06457 060955461 501C3 9419228 TO PROVIDE LEGAL SER CONNECTICUT VETERANS LEGAL CENTER 114 BOSTON POST RD WEST HAVEN CT 06516 270963659 501C3 690524 TO PROVIDE LEGAL SER GREATER HARTFORD LEGAL AID 999 ASYLUM AVE HARTFORD CT 06105 060730611 501C3 4935899 TO PROVIDE LEGAL SER LAWYERS FOR CHILDREN AMERICA 151 FARMINGTON AVE HARTFORD CT 06105 061412355 501C3 51130 TO PROVIDE LEGAL SER NEW HAVEN LEGAL ASSISTANCE 205 ORANGE ST NEW HAVEN CT 06105 060793269 501C3 4088849 TO PROVIDE LEGAL SER STATEWIDE LEGAL SERVICES 1290 SILAS DEANE HIGHWAY SUITE 3A WETHERSFIELD CT 06109 061445097 501C3 769043 TO PROVIDE BRIEF LEG OPEN COMMUNITIES ALLIANCE 75 CHARTER OAK AVE HARTFORD CT 06106 464591657 501C3 97550 TO PROVIDE LEGAL SER INTEGRATED REFUGE & IMMIGRANT SERVI 235 NICOLL ST 2ND FL NEW HAVEN CT 06511 37500 15 SCHEDULE I, PAGE 1, PART I, LINE 2 THE CONNECTICUT BAR FOUNDATION (CBF) ADMINISTERS THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA), INTEREST ON TRUST ACCOUNTS (IOTA), COURT FEES GRANTS-IN-AID (CFGIA), AND THE JUDICIAL BRANCH GRANTS-IN-AID (JBGIA) PROGRAMS. FOR ALL PROGRAMS THE FOLLOWING CRITERIA APPLY: GRANT RECIPIENTS MUST: 1. BE A NON-STOCK CORPORATION QUALIFIED AS TAX EXEMPT UNDER SECTIONS 501(A) AND 501(C) OF THE INTERNAL REVENUE CODE, 2. HAVE AS ITS PRINCIPAL PURPOSE THE DELIVERY OF LEGAL SERVICES TO THE POOR IN CONNECTICUT, 3. HAVE CERTIFIED FINANCIAL STATEMENTS FOR ALL PRECEDING YEARS IN EXISTENCE AND HAVE AN APPOINTED INDEPENDENT CERTIFIED AUDITING FIRM, AND 4. HAVE REGISTERED, WHERE APPLICABLE, WITH THE CONNECTICUT DEPARTMENT OF CONSUMER PROTECTION. CBF ALSO CONSIDERS THE FOLLOWING CRITERIA WHEN DETERMINING GRANT RECIPIENTS: 1. THE CBF ENCOURAGES CHALLENGE GRANTS, FUND-MATCHING, FUND LEVERAGING, AND USE OF VOLUNTEERS. 2. GRANTS WILL NOT BE AVAILABLE TO FUND THE SERVICES OF ATTORNEYS WHO ARE ALSO ENGAGED IN THE PRIVATE PRACTICE OF LAW. 3. THE CBF PREFERS TO FUND APPLICANTS WHO DEMONSTRATE COMMUNITY SUPPORT FOR THEIR PROGRAM AND HAVE GOVERNING BOARDS THAT INCLUDE REPRESENTATIVES FROM BOTH THE LEGAL AND THE LOW-INCOME CLIENT COMMUNITIES. 4. THE CBF AWARDS FUNDS TO ACHIEVE BROAD GEOGRAPHIC AND DEMOGRAPHIC REPRESENTATION THROUGHOUT THE STATE AND SEEKS TO AVOID DUPLICATION OF SIMILAR SERVICES TO THE SAME POPULATION. 5. THE CBF WISHES TO PROMOTE FINANCIAL AND ORGANIZATIONAL STABILITY AND GROWTH IN ITS GRANTEES AND CONTINUITY OF SERVICES TO CONNECTICUT'S LOW INCOME RESIDENTS. IN REVIEWING GRANT APPLICATIONS, CONSIDERATION IS GIVEN TO PREVIOUS CBF RECIPIENTS THAT HAVE SUCCESSFULLY UTILIZED GRANT FUNDS. 6. THE CBF CONSIDERS THE QUALITY, EFFECTIVENESS AND IMPORTANCE OF THE PROPOSED LEGAL SERVICES TO ITS TARGETED POPULATION, AND THE CONTRIBUTION THE PROPOSED SERVICES WOULD MAKE TOWARDS ACHIEVING AN EFFICIENT STATEWIDE SYSTEM OF SERVING ALL OF CONNECTICUT'S MOST VULNERABLE CITIZENS. 7. THE CBF CONSIDERS EACH APPLICANT'S PRIORITIES AND CAPACITY FOR TRAINING, SUPPORT, SUPERVISION OF ITS STAFF, QUALITY CONTROL, DATA COLLECTION, AND ACCURATE REPORTING. THE CBF ALSO PROVIDES IOLTA/IOTA GRANTS FOR LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED FOR STUDENTS ATTENDING LAW SCHOOLS IN CONNECTICUT. CBF MONITORS THE USE OF GRANTS FUNDS BY REVIEWING NARRATIVE, STATISTICAL AND FINANCIAL REPORTS FROM GRANTEES AGREED UPON PROCEDURES ARE ALSO PERFORMED BY OUR AUDITORS AS WELL AS GRANTEES PROVIDING SIGNED ASSURANCES. X X X X false false false false false false false false false NATALIE WAGNER EXECUTIVE DIRECTOR 150941 14000 19183 184124 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE CONNECTICUT BAR FOUNDATION IS TO FURTHER THE RULE OF LAW AND ASSIST IN EFFORTS TO IMPROVE THE ADMINISTRATION OF JUSTICE IN CONNECTICUT. THIS MISSION IS BASED ON THE FUNDAMENTAL PREMISE THAT THE RULE OF LAW IS ESSENTIAL TO AN ORDERLY AND JUST SOCIETY AND MUST BE AVAILABLE TO ALL, REGARDLESS OF POWER OR RESOURCES. THE FOUNDATION SERVES THIS MISSION IN PART BY WORKING TO SECURE AND ADMINISTER A RELIABLE AND SUFFICIENT FLOW OF FUNDS TO SUPPORT LEGAL SERVICES AND ACCESS TO JUSTICE FOR PERSONS OF LIMITED MEANS. THE FOUNDATION ALSO SERVES ITS MISSION BY SPONSORING PROGRAMS THAT ADDRESS MATTERS CONCERNING THE LEGAL PROFESSION, THE ADMINISTRATION OF JUSTICE AND THE ROLE OF LAW IN SOCIETY. FORM 990, PAGE 2, PART III, LINE 4A COURT FEES GRANTS-IN-AID AND JUDICIAL BRANCH GRANT FOR CIVIL LEGAL REPRESENTATION - IN EFFORT TO REPLACE DRASTICALLY REDUCED IOLTA/IOTA REVENUE, THE CONNECTICUT STATE LEGISLATURE PASSED CERTAIN COURT FEE INCREASES EFFECTIVE JULY 1, 2009, JULY 1, 2012, JULY 1, 2014, AND JULY 1, 2016. UNDER THE COURT FEES GRANTS-IN-AID PROGRAM, THE JUDICIAL BRANCH TRANSFERS THE REVENUE FROM THE FEE INCREASES TO THE CBF, WHICH DISTRIBUES THE FUNDS PURSUANT TO SECTION 51-81C OF THE CONNECTICUT GENERAL STATUTES TO CURRENT IOLTA/IOTA GRANTEES FOR THE PURPOSE OF FUNDING THE DELIVERY OF LEGAL SERVICES TO CONNECICUT'S LOW-INCOME POPULATION. LEGISLATION ENACTED IN 2016 ADDED THE CLIENT SECURITY FUND AS A POTENTIAL NEW FUNDING SOURCE, AND FUNDING WAS MADE AVAILABLE FROM THIS SOURCE FROM JULY 2021 THROUGH JUNE 2023. THE CBF BECAME THE ADMINISTRATOR FOR A STATE FUNDED RIGHT TO COUNSEL FOR RESTRAINING ORDER PROGRAM FOR INCOME ELIGIBLE INDIVIDUALS AND PROVIDED THE FIRST GRANTS TO THREE LEGAL AID ORGANIZATIONS IN 2022. THE CBF WAS NAMED AS THE ADMINISTRATOR OF A STATE-WIDE RIGHT TO COUNSEL FOR EVICTION PROGRAM AND MADE GRANTS AVAILABLE TO FIVE LEGAL AID PROVIDERS IN 2022. FORM 990, PAGE 2, PART III, LINE 4B THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA) AND INTEREST ON TRUST ACCOUNTS (IOTA)-- THE PROGRAM FUNDS LEGAL SERVICES TO THE POOR AND LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED. THE PROGRAM FUNDED ELEVEN NONPROFIT ORGANIZATIONS PROVIDING LEGAL SERVICES TO THE POOR, AND GRANTS FOR LAW SCHOOL SCHOLARSHIPS TO THE THREE CONNECTICUT LAW SCHOOLS. THE FOUNDATION'S EFFORTS HELP THOUSANDS OF LOW-INCOME RESIDENTS OF CONNECTICUT BY ENABLING THEM TO OBTAIN CRITICAL LEGAL INFORMATION, ADVICE, AND LEGAL REPRESENTATION. ONE OF THE INNOVATIVE WAYS THE CBF ACCOMPLISHES THIS IS BY HELPING TO FUND THE CTLAWHELP.ORG WEBSITE WHERE LOW INCOME PEOPLE CAN FIND ASSISTANCE WITH THIER LEGAL NEEDS AND TOOLS FOR SELF RESPRESENTATIONS. THE FOUNDATION HELPS THE MOST VULNERABLE MEMBERS OF OUR COMMUNITY, INCLUDING CHILDREN WHO ARE ABUSED, NEGLECTED AND OTHERWISE DISADVANTAGED, DISABLED PEOPLE, ELDERLY VICTIMS OF CONSUMER FRAUD AND OTHER ABUSE, IMMIGRANTS, MANY OF THEM CHILDREN, LOW-INCOME FAMILIES TRYING TO PROTECT THEIR RIGHT TO SAFE HOUSING AND FIGHT UNLAWFUL EVICTIONS, AND THOSE VICTIMIZED BY DOMESTIC VIOLENCE. FORM 990, PAGE 2, PART III, LINE 4C THE JAMES W. COOPER FELLOWS PROGRAM WAS FOUNDED TO PROMOTE A BETTER UNDERSTANDING OF THE LEGAL PROFESSION AND THE JUDICIAL SYSTEM AMONG THE CITIZENS OF CONNECTICUT. THE FOUNDATION SPONSORS PROGRAMS FOR THE LEGAL COMMUNITY AND THE PUBLIC. THESE PROGRAMS ARE MADE POSSIBLE BY THE GENEROSITY AND COMMITMENT OF HUNDREDS OF FELLOWS WHO VOLUNTEER, PLAN, AND SUPPORT THEM FINANCIALLY. SYMPOSIA AND SPEAKER SERIES THE FELLOWS PRESENTED A WIDE VARIETY OF PROGRAMMING THAT ADDRESSED TIMELY AND TOPICAL ISSUES IN 2022. WITH THE CONNECTICUT BAR ASSOCIATION, THE CONNECTICUT BAR FOUNDATION CONTINUED TO CO-SPONSOR THE CONSTANCE BAKER MOTLEY SPEAKER SERIES ON RACIAL INEQUALITY. THE SERIES PRESENTED SEVEN VIRTUAL FORUMS FOR THE LEGAL COMMUNITY IN 2022, WHICH EXPLORED ISSUES OF RACIAL INEQUALITY AND SYSTEMIC RACISM. ADDITIONAL EVENTS ARE SCHEDULED THROUGHOUT 2023. THE FELLOWS ALSO SPONSORED THREE ROUNDTABLE DISCUSSIONS IN 2022, AT WHICH SMALL GROUPS OF FELLOWS DISCUSSED THOUGHT-PROVOKING ISSUES INVOLVING THE PRACTICE OF LAW. ROUNDTABLES ARE TYPICALLY HELD IN PERSON THROUGHOUT THE STATE, BUT DUE TO THE ONGOING COVID-19 PANDEMIC, ALL OF THE 2022 ROUNDTABLE DISCUSSIONS WERE CONDUCTED VIRTUALLY. IN JUNE 2022, THE FELLOWS CELEBRATED AND HONORED PRIDE MONTH BY PRESENTING A DAY-LONG SYMPOSIUM ENTITLED "QUEER FAMILIES: PAST, PRESENT, AND PROMISE." THIS PROGRAM, CREATED IN COLLABORATION WITH QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND HELD AT THE LAW SCHOOL WITH A REMOTE OPTION, WAS DEDICATED TO THE EXPLORATION OF ISSUES AFFECTING QUEER FAMILIES. IT EXAMINED THE HISTORY AND DEVELOPMENT OF THE RIGHTS OF LGBTQ+ FAMILIES, INCLUDING PARENTS AND QUEER YOUTH, IN THE UNITED STATES AND SPECIFICALLY IN CONNECTICUT. ALSO IN JUNE 2022, THE CBF PRESENTED "THE TENTH ANNIVERSARY OF THE ATTORNEYS OF COLOR SYMPOSIUM: A CELEBRATION OF PROGRESS AND PERSEVERENCE." THIS SPECIAL EVENT, HELD AT QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND ALSO OFFERED VIA ZOOM, CONTINUED THE DISCUSSION OF THE HISTORY OF ATTORNEYS OF COLOR IN CONNECTICUT. THE PROGRAM INCLUDED A MORNING OF PANELS ON THE IMPACT OF THE PANDEMIC ON DIVERSITY, EQUITY, AND INCLUSION, AS WELL AS A KEYNOTE ADDRESS BY THE CONNECTICUT STATE COMPTROLLER. IN MAY 1997, THE CONNECTICUT BAR FOUNDATION LAUNCHED THE JOHN A. SPEZIALE ALTERNATIVE DISPUTE RESOLUTION SYMPOSIUM TO HONOR FORMER CHIEF JUSTICE JOHN A. SPEZIALE, THE FIRST CHAIR OF THE FELLOWS PROGRAM. AFTER HIS DEATH IN JANUARY 2005, A MEMORIAL FUND WAS ESTABLISHED BY THE FOUNDATION TO SUPPORT THE PROGRAM, WHICH IS CO-SPONSORED BY QUINNIPIAC UNIVERSITY SCHOOL OF LAW. SYMPOSIA IN THIS SERIES FOCUS ON ALTERNATIVE DISPUTE RESOLUTION, HONORING CHIEF JUSTICE SPEZIALE'S PIONEERING ROLE IN BRINGING ADR TO CONNECTICUT. IN NOVEMBER 2022, THE 12TH SPEZIALE SYMPOSIUM WAS HELD IN- PERSON AT QUSL. THE TOPIC WAS "IS VIRTUAL JUSTICE JUST?,- AND NATIONAL EXPERTS AND TRIAL LAWYERS JOINED US TO SHARE THEIR UNIQUE PERSPECTIVES AND EXPERTISE ON THIS TOPIC. ADDITIONALLY, THE FOUNDATION SPONSORED SEVERAL EVENTS IN THE "UNDERSTANDING HUMAN TRAFFICKING" SERIES. PRESENTED JOINTLY BY THE CBF, THE CONNECTICUT BAR ASSOCIATION'S COMMITTEE ON HUMAN TRAFFICKING, AND QUINNIPIAC'S HUMAN TRAFFICKING PREVENTION PROJECT, THIS ONGOING SERIES EXPLORES THE INTERACTIONS BETWEEN TRAFFICKING VICTIMS AND THE LEGAL SYSTEM. STUDENT PROGRAMS THE FELLOWS ALSO RUN SEVERAL PROGRAMS FOR STUDENTS. THE FOUNDATION CONTINUED ITS PARTNERSHIP WITH THE HERBERT & NELL SINGER FOUNDATION TO ADMINISTER THE HERBERT & NELL SINGER CONNECTICUT PUBLIC SERVICE FELLOWSHIP PROGRAM. THE SINGER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 2017 TO OFFER RECENT LAW SCHOOL GRADUATES AN OPPORTUNITY TO GAIN PRACTICAL EXPERIENCE WORKING FOR CONNECTICUT CIVIL LEGAL AID ORGANIZATIONS, PROVIDING LEGAL SERVICES TO UNDERSERVED POPULATIONS OF CONNECTICUT. TWO NEW FELLOWS BEGAN FELLOWSHIPS IN 2022, AND ONE FELLOW FROM 2021 CONTINUED HIS FELLOWSHIP FOR A SECOND YEAR. IN THE FALL OF 2022, THE SINGER SELECTION COMMITTEE REVIEWED SIX NEW APPLICATIONS FOR THE 2022-2023 FELLOWSHIP YEAR. TWO APPLICANTS WERE OFFERED FELLOWSHIPS AND BOTH ACCEPTED; THEY ARE SCHEDULED TO BEGIN IN THE FALL OF 2023. THE FELLOWS HELD THE TWENTY-SECOND ANNUAL QUINTIN JOHNSTONE STATEWIDE HIGH SCHOOL ESSAY CONTEST IN 2022. THIS YEAR THE CONTEST RECEIVED 145 ESSAYS, SETTING A NEW RECORD FOR THE NUMBER OF SUBMISSIONS. THE ESSAYS WERE SCORED BY OVER 140 VOLUNTEER JUDGES, ATTORNEYS, AND LAW SCHOOL PROFESSORS, AND THE WINNERS WERE HONORED AT A CEREMONY AT THE CONNECTICUT SUPREME COURT IN JUNE. FUNDS AND AWARDS FINALLY, THE FOUNDATION ADMINSTERS SEVERAL FUNDS AND AWARDS THAT FURTHER ITS MISSION OF PROMOTING EQUAL ACCESS TO JUSTICE. THE FOUNDATION CONTINUED THE CONNECTICUT INNOCENCE FUND PROJECT TO ASSIST EXONEREES WHO HAVE BEEN RECENTLY FREED FROM PRISON BASED ON PROOF OF ACTUAL INNOCENCE BY PROVIDING BRIDGE LOANS. THE DAVID PELS HOMELESSNESS PREVENTION FUND WAS ESTABLISHED IN 2019 THROUGH GENEROUS DONATIONS FROM FRIENDS AND FAMILY OF ATTORNEY DAVID PELS. SINCE ITS FORMATION, THE FUND HAS PROVIDED TWENTY-SEVEN GRANTS TO PREVENT EVICTIONS THAT WOULD HAVE RESULTED IN HOMELESSNESS FOR THE TENANTS. THE FOUNDATION CONTINUED TO ADMINISTER THE HONORABLE WARREN EGINTON MEMORIAL FUND. THIS LAW SCHOOL SCHOLARSHIP PROGRAM WAS ESTABLISHED POSTHUMOUSLY BY FRIENDS AND FAMILY TO HONOR JUDGE EGINTON'S LEGACY OF MENTORING OTHERS IN THE LEGAL PROFESSION, WITH SCHOLARSHIPS AWARDED IN 2020 AND 2021. IN 2021, THE FOUNDATION AWARDED ITS THIRD ANTHONY M. FITZGERALD AWARD FOR EXCELLENCE TO THE NEW HAVEN LEGAL ASSISTANCE ASSOCIATION. THE AWARD RECOGNIZES THE DEDICATED SERVICE AND OUTSTANDING ACHIEVEMENTS OF A CONNECTICUT NONPROFIT LEGAL SERVICES PROVIDER OR LEGAL AID ATTORNEY(S). THE AWARD PROGRAM WAS STARTED WITH CONTRIBUTIONS FROM THE PARTNERS OF CARMODY TORRANCE SANDAK & HENNESSEY LLP UPON THE RETIREMENT OF ANTHONY FITZGERALD. FORM 990, PAGE 6, PART VI, LINE 7B IN JANUARY, MEMBERS OF THE BOARD OF DIRECTORS (GOVERNING BOARD) ARE RECOMMENDED TO THE CBA AND ELECTED BY THE CBA BOARD OF GOVERNORS ACTING AS THE CORPORATORS OF THE FOUNDATION. THE FOUNDATION ELECTS NEW DIRECTORS IN THE INTERIM. FORM 990, PAGE 6, PART VI, LINE 11B THERE IS COMMUNICATION BETWEEN THE ACCOUNTANTS AND THE AUDIT COMMITTEE OF THE FOUNDATION. BEFORE THE FORM 990 IS FINALIZED, IT IS APPROVED BY THE AUDIT COMMITTEE AND REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS SIGNED BY ALL STAFF AND BOARD MEMBERS. THE POLICY INCLUDES A CLAUSE REQUIRING WRITTEN DISCLOSURE WHEN ANY NEW CONFLICTS ARISE. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION OF THESE INDIVIDUALS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE FOUNDATION. COMPARABILITY DATA FROM OTHER IOLTA PROGRAMS AND OTHE NONPROFIT ORGANIZATIONS IS PROVIDED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE VOTES ON STAFF SALARIES AND MAKES A RECOMMENDATION OF A TOTAL STAFF FIGURE IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 COMPLETE COPIES OF THE AUDITED FINANCIALS AND THE FORM 990 ARE POSTED ON THE CBF'S WEBSITE. THE FORM 990 IS ALSO PUBLISHED BY GUIDESTAR, AN INFORMATIONAL WEBSITE AND DATABASE FOR NONPROFIT ORGANIZATIONS. OTHER DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.